See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $260,725 | $159,901+63.1% | $146,958+77.4% | $145,922+78.7% |
| Participation rate | 82.4% | 84.0%-1.6pp | 82.2%+0.2pp | 80.3%+2.1pp |
| Annual return | 18.00% | 98.13%-80.1pp | 418.34%-400.3pp | 561.29%-543.3pp |
| Employer contribution / active EE | $2,277 | $5,286-56.9% | $4,933-53.8% | $4,660-51.1% |
| Participant deferral / active EE | $9,947 | $8,428+18.0% | $8,070+23.3% | $6,688+48.7% |
| Admin fee / account holder | $6,949 | $15,044-53.8% | $12,998-46.5% | $13,397-48.1% |